Cerity Partners
SSB icon

Cerity Partners’s SouthState Bank Corp SSB Stock Holding History

Cerity Partners’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36M Buy
33,642
+18,961
+129% +$1.83M ﹤0.01% 1296
2026
Q1 		$1.36M Buy
14,681
+3,236
+28% +$317K ﹤0.01% 1688
2025
Q4 		$1.08M Sell
11,445
-1,331
-10% -$123K ﹤0.01% 1682
2025
Q3 		$1.26M Buy
12,776
+9,771
+325% +$959K ﹤0.01% 1493
2025
Q2 		$277K Sell
3,005
-4,499
-60% -$395K ﹤0.01% 2193
2025
Q1 		$697K Sell
7,504
-5,347
-42% -$526K ﹤0.01% 1589
2024
Q4 		$1.25M Sell
12,851
-262
-2% -$27K ﹤0.01% 1316
2024
Q3 		$1.27M Buy
13,113
+2,365
+22% +$216K ﹤0.01% 1296
2024
Q2 		$821K Sell
10,748
-2,369
-18% -$183K ﹤0.01% 1314
2024
Q1 		$1.11M Buy
+13,117
New +$1.08M ﹤0.01% 1226
2023
Q2 		– Sell
-3,594
Closed -$256K – 1930
2023
Q1 		$256K Buy
+3,594
New +$280K ﹤0.01% 1606
2022
Q4 		– Sell
-3,654
Closed -$289K – 1522
2022
Q3 		$289K Buy
3,654
+4
+0.1% +$322 ﹤0.01% 908
2022
Q2 		$281K Buy
3,650
+120
+3% +$9.35K ﹤0.01% 933
2022
Q1 		$288K Sell
3,530
-109
-3% -$9.39K ﹤0.01% 735
2021
Q4 		$291K Buy
3,639
+88
+2% +$6.99K ﹤0.01% 778
2021
Q3 		$265K Buy
3,551
+35
+1% +$2.49K 0.01% 592
2021
Q2 		$287K Hold
3,516
– – 0.01% 594
2021
Q1 		$276K Hold
3,516
– – 0.01% 570
2020
Q4 		$254K Buy
+3,516
New +$231K 0.01% 554

Other funds holding SSB

BlackRock
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Vanguard Portfolio Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cerity Partners's SSB Position: Q2 2026 in Review

Cerity Partners increased its SouthState Bank Corp (SSB) stake by 129% in Q2 2026, buying an estimated $1.83M and bringing the position to 33,642 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Cerity Partners first reported a position in SSB in Q4 2020 and has held it in 19 quarters since. 524 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Cerity Partners held 33,642 shares of SouthState Bank Corp worth $3.36M as of Q2 2026.
  • Cerity Partners bought 18,961 SouthState Bank Corp shares in Q2 2026, an estimated $1.83M.
  • SouthState Bank Corp made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1296 holding.
  • Cerity Partners first reported a position in SouthState Bank Corp in Q4 2020 and has held it in 19 quarters since.
  • 524 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.